YHB Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.77M | Sell |
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|
2025
Q2 | $9.33M | Buy |
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|
2025
Q1 | $9.72M | Buy |
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|
2024
Q4 | $9.45M | Buy |
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|
2024
Q3 | $9.7M | Sell |
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|
2024
Q2 | $8.94M | Buy |
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|
2024
Q1 | $9M | Sell |
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|
2023
Q4 | $9.12M | Sell |
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|
2023
Q3 | $9.66M | Sell |
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|
2023
Q2 | $10.8M | Sell |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $8.55M | Buy |
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|
2022
Q2 | $8.57M | Buy |
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|
2022
Q1 | $5M | Buy |
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|
2021
Q4 | $4.58M | Buy |
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|
2021
Q3 | $3.77M | Buy |
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|
2021
Q2 | $3.75M | Buy |
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|
2021
Q1 | $3.63M | Buy |
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|
2020
Q4 | $3.02M | Buy |
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|
2020
Q3 | $2.52M | Buy |
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